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High Level Financial Assessment

Comprehensive analysis of your company’s financial performance

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INTRO

Well-informed financial decisions

Making well-informed financial decisions is essential for business success. Our High-Level Quick Financial Assessment is designed to provide a comprehensive yet affordable analysis of your company’s financial performance, empowering both shareholders and management with the insights they need to drive growth and profitability.

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The Process:

Evaluation

  • By evaluating key financial ratios over five years, we assess critical aspects such as profitability, liquidity, efficiency and financial stability. Our method involves benchmarking your company’s performance against industry standards, highlighting strengths and trends, identifying areas for improvement and uncovering potential risks.

Accessment

  • The assessment process includes an initial meeting with management to understand key business dynamics. Once a five-year history of income statements and balance sheet is provided, we analyze the key financial metrics followed by a final discussion with management, before any amendments.

Final Report

  • The final report, typically available within one week after receiving all financial information, presents a clear, easy-to-understand analysis, allowing decision-makers to quickly grasp the overall financial health of the business.

Scored Outcome

  • This scored outcome not only provides a snapshot of current performance but also serves as a strategic tool for future planning—whether you’re seeking investment, optimizing operations or preparing for expansion.

Ideal for:

Independent Business Reviews (IBR)

Address key questions from investors, lenders or stakeholders.

Struggling Businesses

If your company is facing financial challenges but you’re unsure where the real issues lie, we pinpoint the areas which require improvement.

Companies Preparing for Growth

Ensure financial stability before due diligence, expansion, acquisitions or major investments.

Summary

With our fast turnaround, expert insights and budget-friendly pricing, you gain the clarity and confidence to make informed financial decisions without the high cost of traditional financial consulting. Take control of your business’s financial future today with our Quick Financial Assessment.